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Kodai Capital Management’s Wayfair W Stock Holding History

Kodai Capital Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-381,715
Closed -$23.6M – 141
2023
Q4 		$23.6M Buy
+381,715
New +$19.9M 0.48% 64

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kodai Capital Management's W Position: Q1 2024 in Review

Kodai Capital Management sold out of Wayfair (W) in Q1 2024, closing a stake of 381,715 shares — an estimated $23.6M sold.

Kodai Capital Management first reported a position in W in Q4 2023 and held it in 1 quarter. The position peaked at $23.6M in Q4 2023. 363 funds tracked by Wall St. Rank hold W as of Q1 2024.

  • Kodai Capital Management reported no remaining Wayfair position as of Q1 2024 after selling out during the quarter.
  • Kodai Capital Management sold 381,715 Wayfair shares in Q1 2024, an estimated $23.6M.
  • Kodai Capital Management first reported a position in Wayfair in Q4 2023 and held it in 1 quarter.
  • Kodai Capital Management's Wayfair position peaked at $23.6M in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Wayfair as of Q1 2024.

Based on Kodai Capital Management's 13F filing for Q1 2024, filed 15 May 2024.